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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Walter Kolmer is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in MEDIA, PA. Kevin Kolmer has been in the industry since January 1977. Kevin Kolmer is also registered as an investment advisor representative in Pennsylvania, South Carolina and Texas. Previous firms where Kevin Kolmer was registered include PRUDENTIAL-BACHE SECURITIES INC., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED and ELKINS & CO.. Kevin Kolmer has passed exams for Series 4, 5, 63, 65, 7 and SIE. Kevin Kolmer provides services to insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities and banking or thrift institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/26/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MEDIA PA)
NA
01/21/1980 - 04/11/1985
PRUDENTIAL-BACHE SECURITIES INC.
NA
02/01/1977 - 11/30/1983
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
03/03/1980 - 05/26/1982
ELKINS & CO.
IA
Issued 09/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1982
Series 5 - Interest Rate Options Examination
BC
Issued 05/02/1977
PC - AMEX Put and Call Exam
BC
Issued 01/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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